Blog

Most of the discussions surrounding Greece's potential exit ('Grexit') from the eurozone have focused on the economic and financial consequences for Greece and Europe, and the impact on Greece's domestic politics. However, the geopolitical...

A prospective agreement between the P5+1 and Iran over Iran's nuclear programme is paving the way for a return of foreign capital to the country. However, companies looking to invest will face a number of major operational headwinds. This week's...

China's ambitious plan to build connections with Europe and the Middle East using overland routes passing through Central Asia will be eventually boost regional connectivity and help reduce the country's over-reliance on sea routes. Overall, the One...

The world's political calendar will be very busy over the next 18 months, with national elections (presidential or parliamentary, or both) scheduled to be held in Argentina, Belarus, Canada, Iran, Japan, Myanmar, Peru, the Philippines, Poland,...

As the US becomes less and less dependent on imported crude and is now in fact a fuels exporter, the rising prosperity of India will see it consume more crude and more fuels. We forecast India becoming the world's second-largest importer (after...

With negotiations coming to a head, our core scenario is for Greece to remain in the eurozone. However, if a 'Grexit' scenario plays out, we believe that contagion for most of Europe will be relatively limited.
For the eurozone, risks would be...

The Chinese equity market is now completely detached from the fundamentals. After calling a bottom in Chinese stocks back in mid-2014, we have seen a sea change in almost every aspect of the market.
Sentiment among domestic investors has gone...

The launch of Tesla's line of behind-the-meter batteries provides further evidence that the power industry is moving towards a more flexible and decentralised operating model. The technology remains immature and expensive, but associating Tesla's...

The 6th International Infrastructure Investment and Construction Forum (IIICF), organised by the China International Contractors Association (CHINCA) and held on 4-5 June 2015 in Macau, was a stepping stone in advancing China's One Belt One Road (...

A new Pew Research Center survey, published on June 10, appears to raise doubts about NATO's commitment to defending its members from Russian aggression. The survey provides a wealth of information about attitudes in eight NATO states, Russia, and...